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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,705 | $160,070-40.8% | $147,117-35.6% | $145,897-35.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.14% | 98.69%-78.5pp | 420.54%-400.4pp | 552.29%-532.2pp |
| Employer contribution / active EE | $15,037 | $5,285+184.5% | $4,932+204.8% | $4,663+222.5% |
| Participant deferral / active EE | $22,240 | $8,419+164.2% | $8,065+175.8% | $6,689+232.5% |
| Admin fee / account holder | $681 | $15,035-95.5% | $12,993-94.8% | $13,390-94.9% |